How do I send a WhatsApp message using Wablas from the CRM List View?
You can send a WhatsApp by clicking the WhatsApp icon available on individual records from the List View of the modules where WhatsApp is available.
For example, consider the Contacts module. Follow these steps to send WhatsApp messages from the Contacts List View: - Login to your CRM account.
- Click the Main Menu.
- Click Essentials.
- Look for Lead & Contact Management.
- Click Contacts.
- Hover the mouse on a record.
- Click WhatsApp. The Send WhatsApp Message window opens.
- Enter or select the following information:
- Phone Number - Customer’s phone number.
- Select WhatsApp Template - Choose a WhatsApp template. Note: WhatsApp templates saved in the WhatsApp Template module are displayed here.
Or- Message - Type the WhatsApp message to be delivered to the customer.
- Attach Files - Attach files if needed.
- Click Send.
You have now successfully sent a WhatsApp message from the List View.